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Portfolio (Quarterly) Guide ↗

CREDIT INDUSTRIEL ET COMMERCIAL

· CIK 0001274419
13F Portfolio $1.3B AUM 349 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New 101 Added 78 Reduced 107 Exited
Page 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEXTERA ENERGY INC 775,000.0 $775K 0.06% NEW $1.00
62 COPX GLOBAL X FDS 9,260.0 $707K 0.06% NEW $76.35 +12.9%
63 AZO PUT AUTOZONE INC Consumer Cyclical 200.0 $676K 0.05% NEW $3377.78 -11.3%
64 RGTI RIGETTI COMPUTING INC Technology 47,064.0 $661K 0.05% NEW $14.04 +71.3%
65 CRWD CROWDSTRIKE HLDGS INC Technology 1,652.0 $645K 0.05% NEW $390.41 +64.2%
66 URA GLOBAL X FDS 12,958.0 $628K 0.05% NEW $48.43 +3.3%
67 IGV ISHARES TR 7,803.0 $625K 0.05% NEW $80.05 +16.6%
68 FRMI CALL FERMI INC Utilities 100,000.0 $584K 0.04% NEW $5.84 +10.4%
69 SHW PUT SHERWIN WILLIAMS CO Basic Materials 1,800.0 $577K 0.04% NEW $320.55 -3.2%
70 TSLA PUT TESLA INC Consumer Cyclical 1,500.0 $558K 0.04% NEW $371.75 +18.6%
71 ORACLE CORP 525,000.0 $525K 0.04% NEW $1.00
72 AXTA AXALTA COATING SYS LTD Basic Materials 18,000.0 $499K 0.04% NEW $27.70 +11.8%
73 BMO PUT BANK MONTREAL MEDIUM Financial Services 3,500.0 $474K 0.04% NEW $135.34 +19.5%
74 RKLB ROCKET LAB CORP Industrials 6,966.0 $447K 0.04% NEW $64.22 +121.6%
75 KEZAR LIFE SCIENCES INC 53,600.0 $398K 0.03% NEW $7.42
76 HTBK HERITAGE COMM CORP Financial Services 29,617.0 $370K 0.03% NEW $12.48 +7.8%
77 PERFECT CORP 200,000.0 $338K 0.03% NEW $1.69
78 SHW SHERWIN WILLIAMS CO Basic Materials 1,002.0 $321K 0.03% NEW $320.55 -3.2%
79 RNA ATRIUM THERAPEUTICS INC Healthcare 23,000.0 $308K 0.02% NEW $13.37 -2.8%
80 IONQ PUT IONQ INC Technology 10,500.0 $303K 0.02% NEW $28.83 +118.8%
Page 4 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 26.8%
Healthcare 19.4%
Consumer Cyclical 13.2%
Financial Services 12.9%
Technology 10.9%
Consumer Defensive 4.6%
Utilities 4.3%
Industrials 3.9%
Basic Materials 2.2%
Real Estate 1.7%